1. The Birth and Evolution of PCBs Prototype Stage (1903–1940) In 1903, German engineer Albert Hanson created “circuits” by sandwiching metal foil between wax paper in telephone switchboards, considered the earliest concept of “inter-layer interconnection.” In 1925, Frenchman Charles Ducas used templates to print conductive ink, proposing the concept of “printed wiring” for the first … Read more
Smartphones, computers, communication base stations, and artificial intelligence servers all rely on a key component—the printed circuit board, commonly known as PCB. The performance of a PCB largely depends on the quality of its upstream materials. This article systematically analyzes the industrial chain structure of PCB materials, core technical indicators, characteristics and applications of various … Read more
Image and text reproduced from:AI Electronics Circuit Home A Printed Circuit Board (PCB) is a board-like component that forms circuit connections and component layouts on a common substrate according to specific design requirements through printing processes. As one of the core components of modern electronic devices, PCBs are known as the “mother of electronic products” … Read more
Click the blue text above to follow us The full text is approximately 5800 words, with a reading time of about 7-8 minutes. It is recommended that stock enthusiasts bookmark it first and read it in sections. This article focuses on the following issues:What is PCB, types of PCB, current development status of PCB, “bottleneck” … Read more
Click↑↑↑「Blue Text」 to follow our official accountEditor An An’s private account: dianduquan (This image is unrelated to the promotion and article) (Source: Advanced Manufacturing New Perspective) Investment Rating: Buy (Maintain) 1 Rising demand for computing power drives capital expenditure in the PCB industry According to IDC data, global server sales are expected to reach $95.2 … Read more
Five to six years ago, on a certain day in a high-rise office building in Nanshan, Shenzhen, I listened to the sales vice president of a thriving private enterprise in the industry talk confidently about the industry’s landscape and their advantages. He particularly mentioned Shiyun Circuit, saying: “Look how fast private enterprises are developing now; … Read more
1. Global Computing Power Competition: The New Infrastructure Wave of the Digital Economy Driven by technologies such as AI, 5G, and the Metaverse, global demand for computing power is growing at an annual rate of 30%. According to IDC, the global computing power scale is expected to reach 3300 EFlops by 2025, a tenfold increase … Read more
The content is sourced from the internet. If there are any issues with publication, please contact us for removal. The article is for research reference only and does not constitute any investment advice. Investment carries risks; please proceed with caution. Weekend Update – New Materials in PCB Upstream: 1) Tongguan’s performance exceeds expectations, 2) Rubin’s … Read more
[For more macro/strategy/industry/individual stock research summaries, expert discussions, whitelist conference calls, commentary essays, etc., please join the “Senior Buyer Research” knowledge community, updated daily with over 200 entries.] 1. Drivers of HDI Demand Growth •Core Driver of Industry Cycle Upturn: The HDI industry exhibits significant cyclical order fluctuations. Before the fourth quarter of 2024, orders … Read more
The recent news about the active expansion in the PCB industry has caught everyone’s attention. Whether it is Shenghong or Pengding, the expansion is in full swing. Additionally, companies in the equipment sector have shifted their overall logic from simple orders and downstream expansions to equipment orders, evolving towards high-end and domestic production. The drilling … Read more